IWA
WDAY icon

Inspirion Wealth Advisors’s Workday WDAY Stock Holding History

Inspirion Wealth Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.29M Buy
32,915
+40
+0.1% +$5.07K 0.49% 26
2026
Q1 		$4.27M Buy
32,875
+30
+0.1% +$4.76K 0.53% 26
2025
Q4 		$7.05M Sell
32,845
-3,413
-9% -$775K 0.86% 22
2025
Q3 		$8.86M Buy
36,258
+3,045
+9% +$704K 1.24% 17
2025
Q2 		$7.97M Sell
33,213
-45
-0.1% -$11K 1.06% 18
2025
Q1 		$7.77M Hold
33,258
– – 1.08% 17
2024
Q4 		$8.3M Sell
33,258
-3,000
-8% -$766K 1.16% 17
2024
Q3 		$8.86M Buy
+36,258
New +$8.56M 1.24% 17
2023
Q4 		– Sell
-18,096
Closed -$3.89M – 147
2023
Q3 		$3.89M Buy
+18,096
New +$4.2M 0.76% 24

Other funds holding WDAY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return